1. Never learning to budget. Every dollar earned does not need to be spent. Have a financial plan and rigorously stick to it. Budgeting also means having a regular saving plan in place. Buying a new car and thinking it’s the most important thing in your...
2015 Has started on an interesting financial footing, the dollar is weaker trading at just under 80 cents to the US dollar, oil and subsequently fuel prices are down. I haven’t seen fuel at this level for a couple of years. Asian giant, China has had the lowest...
Ok, I can hear you groaning, and it's hardly a light bulb moment, but have you really thought about it? Really, really tried to spend less? Unless you're all over your budget and manage it well, it's hardly likely. So before you get overwhelmed, throw your hands in...
At Wealth Planning Partners, we often hear people say "I'll come and see you when I've got money." It's a bit of a cliche, but unless you win lotto, that's not going to happen. We're the ones who help you plan... and keep you accountable! We also realise that...
There are many different beliefs and traditions surrounding Christmas, but one thing is for sure... from its start, it was meant to be about joy and celebration. These days for some, it seems more a time of stress and debt. If ‘it’s only x days to Xmas’ curls your...
A lot of our daily client queries are based around superannuation. It’s a tricky area for many clients to wrap their heads around with lots of rules, regulations, risks and opportunities. Here's some facts below, followed by a key hint on how you can best navigate...
If there's only thing life constantly throws at us, it's change! It often occurs when we least expect it and can take us by surprise. Especially when it's the end or start of a relationship! Sometimes when emotions are running high and life is in a state of...
Warning, warning, warning, open your calendar now and lock in your insurance reviews!!! Things have changed in your life. Change is the one big constant in this world. Some change is radical and obvious like loosing a job, or getting a promotion or getting married...
The story of Noah is an old one, recently retold (and completely reinterpreted) by Russell Crowe... although I must say not retold very well! Many ancient cultures mention a Great Flood in their writings or legends. Why is it that this story has been so...
What’s your biggest financial challenge? We all have an area of our finances that we know could do with some attention but let’s face it – most of us would rather think about something else. The problem is that by doing that, we’re costing ourselves money – and more...
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Robina, QLD, 4226
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